(A Top Pick Jun 07/18, Down 13%) The former PriceLine company. He still likes this holding. It has been one of the most successful NYSE listing in the past two decades. He originally bought it for under $20 over 15 years ago. The company will make $100 per share this year. It trades at about 18 times earnings, in line with how fast revenues are growing. It continues to expand and has thousands of property listings, including Europe. He would continue to hold it.

(A Top Pick Jun 07/18, Down 13%) The former PriceLine company. He still likes this holding. It has been one of the most successful NYSE listing in the past two decades. He originally bought it for under $20 over 15 years ago. The company will make $100 per share this year. It trades at about 18 times earnings, in line with how fast revenues are growing. It continues to expand and has thousands of property listings, including Europe. He would continue to hold it.

(A Top Pick Jun 07/18, Down 21%) Their earnings deteriorated when they changed their advertizing approach. They are now seeing a sharp increase in bookings and he thinks the stock price will soon show this. This stock deserves a higher multiple. (Analysts’ price target is $116.00)

(A Top Pick Jun 07/18, Down 21%) Their earnings deteriorated when they changed their advertizing approach. They are now seeing a sharp increase in bookings and he thinks the stock price will soon show this. This stock deserves a higher multiple. (Analysts’ price target is $116.00)

(A Top Pick Oct 03/17, Down 2%) One of their strengths will be in Asia where there's a spike in Asian tourists. This is "experiential consumerism" where people value experiences over buying a house, particularly those under age 40. This kind of consumer spending is growing faster than the overall economy. This includes rock concerts and cruises in addition to travel.

(A Top Pick Oct 03/17, Down 2%) One of their strengths will be in Asia where there's a spike in Asian tourists. This is "experiential consumerism" where people value experiences over buying a house, particularly those under age 40. This kind of consumer spending is growing faster than the overall economy. This includes rock concerts and cruises in addition to travel.

(A Top Pick September 19, 2017. Up 2%).This is one of the most successful companies on the exchange. There are some issues for the company, coming out of its advertising. They are trying to remedy that to get higher margin growth. He thinks the company has a good future.

(A Top Pick September 19, 2017. Up 2%).This is one of the most successful companies on the exchange. There are some issues for the company, coming out of its advertising. They are trying to remedy that to get higher margin growth. He thinks the company has a good future.

Booking.com has become the core of the growth of this company. Their main target area is Europe. They have 1.5 million signed up lodgings and book a million bookings a day. (Analysts’ target: $2504.70).

Booking.com has become the core of the growth of this company. Their main target area is Europe. They have 1.5 million signed up lodgings and book a million bookings a day. (Analysts’ target: $2504.70).

Trades at a decent valuation. Only about 35% of travel bookings are done online. People still use travel agents. This is a great emerging market story, because as per capital income rises in emerging markets, you are going to see travel spending increasing significantly.

Trades at a decent valuation. Only about 35% of travel bookings are done online. People still use travel agents. This is a great emerging market story, because as per capital income rises in emerging markets, you are going to see travel spending increasing significantly.

(A Top Pick Dec 20/16. Up 18%.)Thinks this company can still grow 15% a year for the next few years. It continues to dominate online travel, especially in Europe where it has the most hotel properties of any of its competitors.

(A Top Pick Dec 20/16. Up 18%.)Thinks this company can still grow 15% a year for the next few years. It continues to dominate online travel, especially in Europe where it has the most hotel properties of any of its competitors.

Took a pretty severe haircut. This is a high beta stock, which reacts pretty meaningfully both up and down. They said that although they had outperformed and beaten the current quarter’s earning and revenue estimates, the 4th quarter will not be as strong as what the street was anticipating. They are changing their advertising model slightly. They’ll make $73-$74 per share in 2017, so we are talking $.50 on $74. Next year they will make in the mid-$80 range in EPS. They are growing gross bookings in the mid-20% year-over-year. A very, very well-run company. Online searches travel is still a nascent business. There is a long runway for them.

Took a pretty severe haircut. This is a high beta stock, which reacts pretty meaningfully both up and down. They said that although they had outperformed and beaten the current quarter’s earning and revenue estimates, the 4th quarter will not be as strong as what the street was anticipating. They are changing their advertising model slightly. They’ll make $73-$74 per share in 2017, so we are talking $.50 on $74. Next year they will make in the mid-$80 range in EPS. They are growing gross bookings in the mid-20% year-over-year. A very, very well-run company. Online searches travel is still a nascent business. There is a long runway for them.

Thinks online travel booking, which is only 25% of the market in Asia right now, is going to be huge, and this company is only one of 2 huge players in the industry right now. It is going to make a lot of money going forward. The stock is down about 10% from where it was and has a wonderful growth profile ahead of it. (Analysts’ price target is $2,100.)

Thinks online travel booking, which is only 25% of the market in Asia right now, is going to be huge, and this company is only one of 2 huge players in the industry right now. It is going to make a lot of money going forward. The stock is down about 10% from where it was and has a wonderful growth profile ahead of it. (Analysts’ price target is $2,100.)

Got a little weak. In early August, it made a new high and then came back down. It has a moving average at around $1735, which would be a base. It would probably line up with the bottoms of the last several months. If buying for new clients today, he would not take a full position. He would rather pay a little more, and wait for it surge to around $1940 to get a full position. A well-run company that is well followed on the street.

Got a little weak. In early August, it made a new high and then came back down. It has a moving average at around $1735, which would be a base. It would probably line up with the bottoms of the last several months. If buying for new clients today, he would not take a full position. He would rather pay a little more, and wait for it surge to around $1940 to get a full position. A well-run company that is well followed on the street.

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